Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 75 |
| 1 month | -0.007 | 0 | 47 |
| 3 months | -0.039 | 0 | 84 |
| 1 year | 0.102 | 0 | 67 |
| 3 years | 0.059 | 0 | 70 |
| 5 years | 0.089 | 0 | 54 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.093 | — |
| 2022 | -0.112 | — |
| 2021 | 0.161 | — |
| 2020 | 0.096 | — |
| 2019 | 0.158 | — |
| 2018 | -0.068 | — |
| 2017 | 0.080 | — |
| 2016 | 0.080 | — |
| 2015 | 0.032 | — |
| 2014 | 0.074 | — |
| 2013 | 0.178 | — |
| 2012 | 0.096 | — |
| 2011 | -0.080 | — |
| 2010 | 0.133 | — |
| 2009 | 0.251 | — |
| 2008 | -0.233 | — |
| 2007 | -0.037 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.055 | -0.009 | 0.072 | 0.019 |
| 2023 | 0.040 | 0.007 | -0.031 | 0.076 |
| 2022 | -0.033 | -0.117 | -0.014 | 0.054 |
| 2021 | 0.048 | 0.055 | 0.006 | 0.044 |
| 2020 | -0.159 | 0.134 | 0.046 | 0.098 |
| 2019 | 0.091 | 0.019 | 0.014 | 0.028 |
| 2018 | -0.021 | 0.034 | 0.006 | -0.085 |
| 2017 | 0.031 | 0.002 | 0.012 | 0.033 |
| 2016 | -0.010 | 0.012 | 0.061 | 0.015 |
| 2015 | 0.055 | -0.003 | -0.048 | 0.030 |
| 2014 | 0.037 | 0.021 | 0.004 | 0.011 |
| 2013 | 0.053 | 0.004 | 0.038 | 0.073 |
| 2012 | 0.076 | -0.045 | 0.031 | 0.035 |
| 2011 | 0.026 | -0.025 | -0.112 | 0.036 |
| 2010 | 0.029 | -0.048 | 0.085 | 0.066 |
| 2009 | -0.055 | 0.153 | 0.115 | 0.030 |
| 2008 | -0.027 | -0.014 | -0.088 | -0.123 |
| 2007 | 0.023 | 0.003 | -0.039 | -0.024 |
| 2006 | 0.064 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.059 |
| 5 years | 0.089 |
| 10 years | 0.056 |